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David Blane Daughtrey

COPPERWYND FINANCIAL, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
14256 N. NORTHSIGHT BLVD., SCOTTSDALE, AZ 85260CRD# 2043611Firm CRD# 143442
01

About

David Blane Daughtrey is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with COPPERWYND FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COPPERWYND FINANCIAL, LLC
COPPERWYND FINANCIAL
AUM
$531M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at COPPERWYND FINANCIAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2043611
Firm CRD# 143442
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Blane Daughtrey offer?
David Blane Daughtrey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are David Blane Daughtrey's credentials?
David Blane Daughtrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Blane Daughtrey located?
David Blane Daughtrey is based in SCOTTSDALE, Arizona, working with COPPERWYND FINANCIAL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does David Blane Daughtrey charge for services?
David Blane Daughtrey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPERWYND FINANCIAL, LLC?
COPPERWYND FINANCIAL, LLC has approximately 9 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SCOTTSDALE
Lynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCSteven Thomas Nelson — CAPITAL INSIGHT PARTNERS, LLCSusan Christine Anastasiadis — CAPITAL INSIGHT PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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